Filed April 4, 2016 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $23,731 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,099 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,353 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,400 | $70,908+89.5% | $98,907+35.9% | $73,488+82.9% |
| Participation rate | 98.7% | 73.8%+25.0pp | 76.0%+22.7pp | 70.7%+28.1pp |
| Annual return | 13.20% | 34.17%-21.0pp | 196.43%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $3,171 | $2,036+55.7% | $2,689+17.9% | $2,270+39.7% |
| Participant deferral / active EE | $6,308 | $3,500+80.3% | $4,244+48.6% | $3,740+68.7% |
| Admin fee / account holder | $234 | $535-56.3% | $6,642-96.5% | $513-54.4% |